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L & D Financial Services

280 Main St #102
North Reading, MA 01864 978-664-1256

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Great group of Tax professionals and Financial Advisors at affordable prices... - Apr 04, 2020

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Affiliated Financial Services

191 Main St
North Reading, MA 01864 781-246-1040

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Great, they did the thing - Jan 28, 2018

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Jeffrey E Dorenfeld

348 Park St #202
North Reading, MA 01864 978-664-0970

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I've been working with Jeff for over a decade. Very satisfied and highly... - Jan 13, 2020

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Joanne M Deluca

348 Park St #101
North Reading, MA 01864 978-664-3331

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Very thorough. Super friendly to deal with and trustworthy. - Sep 11, 2017

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Joseph L Tabet

348 Park St #205
North Reading, MA 01864 978-664-1198

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No raters have left a written comment.

Management Control

348 Park St
North Reading, MA 01864 978-664-1103

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Great place to have my taxes done. Long time client - Apr 30, 2020

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.